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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,787 | $89,367-47.6% | $141,191-66.9% | $72,975-35.9% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 27.91% | 111.87%-84.0pp | 71.41%-43.5pp | 81.01%-53.1pp |
| Employer contribution / active EE | $1,284 | $3,115-58.8% | $4,736-72.9% | $2,440-47.4% |
| Participant deferral / active EE | $4,002 | $5,419-26.1% | $6,710-40.4% | $3,608+10.9% |
| Admin fee / account holder | $4,789 | $5,957-19.6% | $10,264-53.3% | $5,124-6.5% |